• Click on the more icon and select Settings and privacy from the drop-down menu.
• Click on the Accessibility, display, and languages tab.
• Click Languages.
• Under Display language, click and choose your preferred language for headlines, buttons, and other text from X. You may be prompted to enter your password. Click Save.

Enhancing the Account Tracker with Advanced Features on Google Sheets

Introduction

Getting Started

Customize the Tracker

• Renaming the Template: Open the copied template. Rename the copied tracker to something like "Accounts Tracker - Template 2" or "Advanced Accounts Tracker."
• Adding Columns: Switch to “Accounts List” tab. Add few additional columns to your tracker for a more detailed view of your accounts:

• Balance Transfer Expiry Date
• Last Checked
• Group Checked
• Days Passed
• Next Pay Due
• Next Pay Set
• Regular Bill Pay
• Go To 

• Institute Name: This is the name of the financial institution, like a bank, credit card issuer, or insurance company.
• Account Name: Use a user-friendly name to easily recognize the account, especially if multiple users will be accessing the tracker. To display complete information in a specific column, hover your mouse over the right edge of the column header until the cursor changes into a double arrow. Then drag to adjust the width.
• BT Exp Date: This stands for Balance Transfer Expiry Date of credit cards. Use this column to track the due date for the entire balance transfer payment. This will help you avoid incurring a higher APR.
• Account Type: Use this to categorize similar accounts like bank, investment, and retirement accounts.
• Last Checked: Use this column to track the last checked account within a group. It can be used to bookmark and monitor the most recent account that was checked. By referencing the bookmark, you can proceed to check the next account in the group sequentially if you intend to periodically review all the accounts within the group.
• Group Checked: Use this optionally to bookmark the last checked group when you plan to review the accounts by group and wish to proceed to the next group in sequence periodically. This will help you check the accounts by group and avoid missing any accounts for an extended period.
• Last Check Date: This is the date when you last reviewed the specific account. You can update it with the date of your most recent check of the particular account.
• Days Passed: This automatically calculates the number of days since you last checked the account, based on the "Last Check Date" and today’s date.
• Next Pay Due: This represents the next payment due date for the specific account. You can update it when you check the particular account. It will be highlighted when the due date falls within the next few days, a timeframe that you can set.
• Next Pay Set: This denotes the next payment set date for the specific account. You can update it when you check the particular account and schedule the payment through bill pay or plan to send the payment by mail on a specific date.
• Regular Bill Pay: Use this column to indicate whether the account requires regular payments, such as monthly or weekly. This will assist you in managing periodic payments and in reviewing paid accounts to determine if they need to be continued.
• Account Access: Use this column to record how you typically access the account. Most often, this will be "Online," but in some cases, it might be "Offline" if you refer to a physical document or a soft copy of the document stored on your computer as an account.
• Go To: This column is for adding a direct login link to the specific account for easy access. You can click this link to open the login page and enter your credentials to login to the account.

• Select the first cell in the column "Balance Transfer Expiry Date" for the account type "US Credit Card."
• Click Format > Conditional Formatting on the menu bar. A toolbar will open on the right.
• The first rule will be added to maintain the default formatting for empty cells.
• In the toolbar, stay on the single-color tab and leave the default "Apply to Range."
• Under "Format cells if," choose the condition "Is Empty." Under "Formatting style," select Fill Color as "None" at the top.
• Click "Done."
• To add the next rule to highlight the date if the balance transfer expiry date falls within a certain number of days, follow these steps:
• Click "Add Another Rule."
• Under the "Format cells if" drop-down menu, select "Custom formula is" and enter the rule =DAYS(C13, TODAY()) <= 30 to highlight if the balance transfer expiry date falls within the next 30 days.
• Under "Formatting style," select Fill Color as "Red" to highlight the cell in red when the specified condition on number of days to balance transfer expiry date is met.
• Now, select the cell in which the custom format is applied. Click Ctrl+C or right-click and select Copy.
• Select the remaining cells for the Account type "US Credit Card." Right-click and select Paste Special > Format Only. This will apply the formatting to all the relevant cells.
• Enter a few sample balance transfer expiry dates to check if you are promptly notified according to the set condition if the number of days to balance transfer date which is within the set 30 days. You can update this according to your need by following the same steps to apply conditional formatting. 

• Highlight the entire column.
• Go to the top menu bar, click "Format," and then select "Number."
• Click on "Custom number format."
• Choose the "Integer" option.
• Click "Apply."

• Select the first data cell (H2) in the column and input the formula, then press "Enter."
• Select the cell again. Click Ctrl+C or right-click and select "Copy."
• Choose cell H3. Click and hold the Shift key. Scroll down and click the last data cell in the column to select the entire range.
• Right-click and select "Paste Special" > "Formula only" from the menu. This will apply the formula to all the selected cells.
• For all the rows with the date on the "Last Checked Date," the number of days will be automatically calculated.

• Select the entire "Days Passed" column to format it.
• Go to the menu bar and Click "Format" > "Conditional Formatting". A toolbar will appear on the right.
• In the toolbar, stay on the "Single Color" tab and update "Apply to Range" to start with H2.
• Under "Format cells if," choose the condition "Greater than or equal to" and enter "7" in the value or formula box.
• Under "Formatting style," select "Fill Color" as "None" at the top.
• Apply the "Bold" format. Click on "Text color" and select "Red."
• Click "Done."

• Highlight the entire column.
• Go to the top menu bar, click "Format," and then select "Number" > "Date."

• Select the entire "Next Pay Due" column.
• Click "Format" > "Conditional Formatting" in the menu bar. A toolbar will appear on the right.
• The first rule will be added to maintain the default formatting for empty cells.
• In the toolbar, stay on the "Single Color" tab and leave the default "Apply to Range."
• Under "Format cells if," choose the condition "Is Empty." Under "Formatting style," select "Fill Color" as "None" at the top.
• Click "Done."
• Click "Add Another Rule."
• In the toolbar, stay on the "Single Color" tab and update "Apply to Range" to start with I2.
• Under "Format cells if," choose the condition "Custom formula is" and enter the formula =DAYS($I2, TODAY()) <= 7. You can modify this formula as needed.
• Under "Formatting style," select "Fill Color". select  the color "orange" or a color of your choice.

• For example, to add the login link to a Chase account, enter the name of the link as "Chase" or another name of your choice. 
• Go to the Chase login page and copy the URL.
• Right-click the cell with the name and click "Insert link."
• Paste the copied URL and click apply.

• To apply a filter, Select the column headers.
• Go to the "Data" menu and click "Create a Filter."
• Now you can see the filter option added to the right side of the column header.
• Click the filter option and select specific data values to filter the records on the tracker.

• Select the first data row below the header.
• Go to the “View” Menu.
• Select “Freeze” and click “1 row”.
• Now the column headers are frozen when you scroll down.

• To add a new account above or below an existing account, select the specific account row first. 
• Press Ctrl+C, or right click and select “Copy”.
• Right click on the selected account row again. Click “1 row above” or “1 row below” option, depending on where you want to add the new account.
• To add the copied account information, , select the newly inserted empty row and press Ctrl+V, or right-click and select "Paste."
• After duplicating an existing account, you can update it with the new account information.
• Alternatively, you can also manually enter all the information for a new account in a new row.

• To delete a specific account, click the row number of the record on the left. 
• Press the “Del” key to remove only the account information and leave the row empty. 
• To delete the complete row, right click the selected row and click “Delete row”.
• To delete multiple rows, click the row number of the first record on the left.
• Click the “Shift” key and select the last row of the range of records to highlight them.
• Within the selected range, right-click and choose “Delete Selected Rows” from the menu.  

Share the Tracker

• To share the tracker, click the “Share” button at the top right.
• Before sharing, restrict access to the tracker so that it can't be accessed by anyone with the link.
• Enter the names or emails of the people or groups in the text box.
• Select the role from the drop down to choose the level of access as Viewer, Commentor or Editor.
• Select Checkbox to “Notify people” that you want to share.
• Optionally You can also enter a message to send with the notification.
• Click “Send” to share the tracker and close the share window. 

• To share the tracker with anyone using the link, click the “Share” button again.
• Under “General access”, click the Down arrow Down.
• Choose Anyone with the link.
• Select the role from the drop down to choose the level of access as Viewer, Commentor or Editor.
• Click Copy Link.
• Click Done to close the share window.
• You can share the copied link with anyone.   

Unlock the Tracker's Advantages  

• Saves Time: The tracker saves a significant amount of time in managing your accounts.
• Simplifies Tracking: It eliminates the complexity and confusion involved in monitoring and tracking all your accounts.
• Easy Identification: You can easily identify accounts that are long overdue for checking by applying a filter on "Days Passed." You can also quickly look up for the accounts that need immediate attention with color code. 
• Efficient Account Checking: It helps you avoid checking accounts more frequently by using the Last Checked and Group Checked bookmarks with the Last Checked Date.
• Prioritizes Regular Payments: The tracker focuses on accounts needing regular payments with a convenient filter option.
• Centralized Repository: It acts as a centralized accounts repository for you and your family to share information.
• Access Anywhere: You can access it from anywhere using a computer or mobile device, ensuring to keep your account information always up to date.
• Mobile Access: It can be accessed from the mobile devices using the Google Sheets app.
• Automatic Sync: The tracker automatically syncs updated account information to all shared users when connected to the internet. Additionally, all the changes made to the tracker are saved immediately; there is no need to explicitly save the changes.
• Offline Access: If offline access is enabled for the tracker, it becomes available for updates even when offline. Any changes made to the tracker will synchronize with all shared users when the device reconnects to the internet and goes online. You can also enable offline access using the Google Sheets app on your iPhone or Android mobile phone.
• Direct Access: Enabled links allow you to access the account login page directly from the tracker. By using these links in combination with a password manager, such as LastPass, or the one offered by your browser to store login credentials, it enables convenient access to your accounts.
• Backup: Google Sheets keeps a revision history  of the tracker that you can access by going to "File" > "Version history" > "See version history." This allows you to see changes made to the sheet over time and revert to previous versions if needed. You can name and save specific versions from the version history.
• Easy look up: Column filters allow you to search for a specific value in a particular column. Use the simple search option by pressing Ctrl + F Keys on Windows  or Cmd + F on Mac.  Enter the information you're looking for in the search box. Google Sheets will highlight occurrences of the search term in the sheet. 

Advanced Account Tracker Version 1.0